Adviser links: optimizing your landing page
Tadas Viskanta
Abnormal Returns
2 days ago
2 MIN READ
Podcasts
- Matt Reustle talks all things alternatives with Josh Clarkson is the Managing Director of Prosek Partners. (joincolossus.com)
- Josh Brown talks with Kevin Thompson about the Kyle Busch IUL ‘scam.’ (youtube.com)
- Suzanne Siracuse talks with Doug and Heather Boneparth, authors of “Money Together: How to find fairness in your relationship and become an unstoppable financial team.” (wealthmanagement.com)
- Brendan Frazier talks with Emily Rassam about how she infuses purpose and emotion into every aspect of the planning process. (podcasts.apple.com)
Advisortech
- What is Charles Schwab ($SCHW) getting in Forge Global Holdings ($FRGE)? (riabiz.com)
- Schwab is locking arms with Fidelity in a credential-sharing crackdown. (investmentnews.com)
- JP Morgan ($JPM) scored a deal with Plaid and other fintechs are on notice. (riabiz.com)
- A round-up of recent advisortech news including ‘Advyzon building a new in-house planning tool.’ (kitces.com)
Tax planning
- A 2025 year-end tax planning checklist. (kindnessfp.com)
- What’s new for year-end tax planning under OBBBA. (kitces.com)
Advisers
- There is something worse than a recession and we are living in it. (downtownjoshbrown.com)
- What Schwab Advisor ProDirect hopes to accomplish. (riabiz.com)
- Is your client an optimizer or a satisficer? (thinkadvisor.com)
- Why the financial planning needs of veterans are unique. (wealthmanagement.com)
- Why annuities should be the default in 401(k)s. (wsj.com)
- The ultra-wealthy love pro sports team investments. (investmentnews.com)
- Sign up for our (free) weekly advisor-focused newsletter that comes out on Fridays. (newsletter.abnormalreturns.com)
- Meghaan Lurtz, “Regret is an emotion that thrives in silence.” (meghaanlurtz.substack.com)
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